Carson Wealth (CWM LLC)
EFAA

Carson Wealth (CWM LLC)’s Invesco MSCI EAFE Income Advantage ETF EFAA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EFAA Stock Details EFAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.08K Buy
134
+1
+0.8% +$55 ﹤0.01% 4918
2025
Q4 		$7K Buy
133
+2
+2% +$107 ﹤0.01% 4723
2025
Q3 		$7K Buy
131
+3
+2% +$156 ﹤0.01% 4647
2025
Q2 		$7K Buy
+128
New +$6.37K ﹤0.01% 4505

Other funds holding EFAA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EFAA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco MSCI EAFE Income Advantage ETF (EFAA) stake by 0.75% in Q1 2026, buying an estimated $55 and bringing the position to 134 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #4918.

Carson Wealth (CWM LLC) first reported a position in EFAA in Q2 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold EFAA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 134 shares of Invesco MSCI EAFE Income Advantage ETF worth $7.08K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Invesco MSCI EAFE Income Advantage ETF share in Q1 2026, an estimated $55.
  • Invesco MSCI EAFE Income Advantage ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4918 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco MSCI EAFE Income Advantage ETF in Q2 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI EAFE Income Advantage ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.